How do you know a prospect would make a good client? How does the prospect know you are the advisor for them? To build a new relationship, a lot of important information needs to be exchanged.

Mortgage rates spent much of 2025 parked in the upper-6% range, held in place by persistent inflation pressures and a cautious Federal Reserve. That began to shift late in the year as the Fed signaled ...

With trade dynamics, AI developments and policy shifts constantly changing the perceived value of investments, the speed of change has become the real problem. The challenge for advisers lies in ...

Jason Fernando is a professional investor and writer who enjoys tackling and communicating complex business and financial problems. Thomas J. Brock is a CFA and CPA with more than 20 years of ...

Employee Appreciation Day is coming up on March 6, making it the perfect time to think about how you want to thank your hardworking team members and partners. Instead of cheap plastic water bottles ...

Side Hustles 34-year-old spent $16K to start a side hustle—now her business brings in up to $90K/month Get Make It newsletters delivered to your inbox Learn more ...

We've all got that "shelf of shame" -- a graveyard of ancient laptops, tangled power bricks and printers that haven't seen an ink cartridge since 2010. Letting this e-waste sit in your house is a ...

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...

InventHelp helps people patent and market their invention ideas to companies. InventHelp can assist you with pitching your ideas to retailers or obtaining a licensing deal. The company can also refer ...

Taking financial advice does come with a cost. But when it comes to making life-changing financial decisions, it might save you money in the long run. This guide will help you understand what a ...